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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,410 | $183,516+149.2% | $155,534+194.1% | $145,884+213.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $8,834 | $5,315+66.2% | $4,675+89.0% | $4,662+89.5% |
| Participant deferral / active EE | $5,176 | $6,467-20.0% | $5,630-8.1% | $6,690-22.6% |
| Admin fee / account holder | $3,455 | $19,293-82.1% | $15,900-78.3% | $13,392-74.2% |